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Verisk Analytics
VRSK

Overview Fund Activity

1,012 hedge funds and large institutions have $37.6B invested in Verisk Analytics in 2025 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 373 increasing their positions, 343 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+31
Holders Change %
+3.16%
% of All Funds
13.75%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
128
Increased
373
Reduced
343
Closed
80
Calls
$22.1M
Puts
$17.6M
Net Calls
+$4.5M
Net Calls Change
-$5.59M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$365M
2
Invesco
Invesco
Georgia
+$177M
3
UBS AM
UBS AM
Illinois
+$129M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$117M
5
Goldman Sachs
Goldman Sachs
New York
+$112M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$241M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$111M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$79.1M
4
Amundi
Amundi
France
-$76.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
776
Drive Wealth Management
Utah
$212K +$212K +714 New
BA
777
Bristlecone Advisors
Washington
$208K -$29.8K -100 -13%
GCM
778
GKV Capital Management
California
$208K +$208K +700 New
NC
779
NovaPoint Capital
Georgia
$208K +$208K +700 New
OWM
780
OneAscent Wealth Management
Alabama
$206K -$20.9K -70 -9%
G
781
GenTrust
Florida
$206K +$206K +692 New
HCMG
782
Howard Capital Management Group
California
$205K – – –
HC
783
Hamilton Capital
Ohio
$204K +$204K +686 New
CAMG
784
CWA Asset Management Group
Florida
$204K -$171K -573 -46%
PWPS
785
Pinnacle Wealth Planning Services
Ohio
$204K +$204K +684 New
CA
786
CSM Advisors
Pennsylvania
$203K +$203K +680 New
WA
787
Waverly Advisors
Alabama
$202K -$22.6K -76 -10%
MW
788
Marcum Wealth
Ohio
$202K +$202K +679 New
OC
789
Oppenheimer & Co
New York
$202K +$202K +678 New
BONST
790
Bank of Nova Scotia Trust
Ontario, Canada
$201K +$201K +675 New
HSA
791
HBK Sorce Advisory
Pennsylvania
$200K +$200K +672 New
HIA
792
Harbor Investment Advisory
Maryland
$198K – – –
AIM
793
Acropolis Investment Management
Missouri
$198K +$1.19K +4 +0.6%
PPC
794
Park Place Capital
Alabama
$191K – – –
CCA
795
Catalyst Capital Advisors
New York
$189K +$48.2K +162 +34%
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K +$153K +514 +584%
ACM
797
Aquatic Capital Management
Illinois
$179K +$179K +601 New
Walleye Trading
798
Walleye Trading
New York
$178K -$117K -394 -40%
CSP
799
Cary Street Partners
Virginia
$175K -$92.5K -311 -35%
IWA
800
Icon Wealth Advisors
Texas
$174K -$74.7K -251 -30%
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